Understanding Today’s Financial Environment
Welcome, I’m Frank Kelly, a financial professional in New Cumberland, Pennsylvania. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 717.774.7536.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Simple steps may help you foil hackers and protect your privacy.
The uncertainties we face in retirement can erode our sense of confidence.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Knowing the rules may help you decide when to start benefits.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Are Real Estate Investment Trusts right for your portfolio?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.